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re: Nebius - NBIS - AI Infrastructure Company

Posted on 10/23/25 at 6:20 pm to
Posted by IT_Dawg
Georgia
Member since Oct 2012
26344 posts
Posted on 10/23/25 at 6:20 pm to
Walking on to the field to coach and seeing $110 incoming…LFG NBIS, we ready


Be back in 2 hours
Posted by bayoubengals88
LA
Member since Sep 2007
23515 posts
Posted on 10/23/25 at 6:29 pm to
INTC earnings and the big Jane Street investment in CIFR must have stoked the fire a bit after hours.

Nothing but up. Just constantly getting bids.
Posted by jefforize
Member since Feb 2008
45739 posts
Posted on 10/23/25 at 6:36 pm to
I attended a webinar on SNOW today and every q&a entry was an Indian asking for a job, free credentials for their linkedin, how to login, what’s my password, when is the first break, how do I open a pdf (???).

The state of IT in 2025
Posted by bayoubengals88
LA
Member since Sep 2007
23515 posts
Posted on 10/23/25 at 6:45 pm to
And I thought you had something good to report on Clickhouse!
Posted by jefforize
Member since Feb 2008
45739 posts
Posted on 10/23/25 at 6:52 pm to
i do have some NBIS related content. They have changed their billing for small fish like me. perhaps others.




this is a great quality of life issue and eases accessibility
Posted by jefforize
Member since Feb 2008
45739 posts
Posted on 10/23/25 at 7:02 pm to
More interesting, they have a webinar on November 5th for “Aether”, Nebius AI Cloud 3.0

LINK
Posted by bayoubengals88
LA
Member since Sep 2007
23515 posts
Posted on 10/23/25 at 7:15 pm to
Workin’ on $111
Ahhhhh!!!!
Posted by AuBeerStud
Michigan
Member since Feb 2013
427 posts
Posted on 10/23/25 at 7:25 pm to
[quote]Workin’ on $111 Ahhhhh!!!![/quote

Make a wish! She’s freakin’ beautiful to watch.
Posted by bayoubengals88
LA
Member since Sep 2007
23515 posts
Posted on 10/23/25 at 7:40 pm to
Posted by michael corleone
baton rouge
Member since Jun 2005
6457 posts
Posted on 10/23/25 at 7:42 pm to
110.56. I leverage down more. At 950 shares at ave price of 108
Posted by LChama
Member since May 2020
3351 posts
Posted on 10/23/25 at 8:02 pm to
Nm
This post was edited on 10/23/25 at 8:23 pm
Posted by bayoubengals88
LA
Member since Sep 2007
23515 posts
Posted on 10/23/25 at 8:36 pm to
quote:

this is a great quality of life issue and eases accessibility
They seem to be all about that philosophy. It’s great to see. I get the feeling that management is fanatical about customer satisfaction.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26344 posts
Posted on 10/23/25 at 8:56 pm to
quote:

INTC earnings


Imagine they posted that $4B in profit....that included the Government and other investments. Remember what I said earlier about NBIS blowing out EPS share estimates because of how the accrued finances....watch out MFERS!

shite, we could honestly go up $10 tomorrow from what I am seeing.
This post was edited on 10/23/25 at 9:13 pm
Posted by bayoubengals88
LA
Member since Sep 2007
23515 posts
Posted on 10/23/25 at 9:36 pm to
I may roll into some 10/24 $115s or 10/31 $125s

I’m feeling that bullish right now.
CPI tomorrow. Rate cuts and hyperscaler earnings next week.
Posted by IT_Dawg
Georgia
Member since Oct 2012
26344 posts
Posted on 10/23/25 at 9:38 pm to
quote:

I may roll into some 10/24 $115s


Posted by AuBeerStud
Michigan
Member since Feb 2013
427 posts
Posted on 10/23/25 at 10:12 pm to
Looking to roll 10/31 $115 into something, maybe a 11/21?

Already have 11/21 $105.

Any suggestions?
Posted by IT_Dawg
Georgia
Member since Oct 2012
26344 posts
Posted on 10/23/25 at 10:23 pm to
quote:

Looking to roll 10/31 $115 into something, maybe a 11/21?

Already have 11/21 $105.

Any suggestions?


If it were me, I’d hold them both for now, then reposition them both up once we see how she behaves. Your 10/31 $115 should be printing for the next few days and could even be in the money by Monday. Not sure what premium you paid though…but that’s me. I’m also very risky with my calls. Comes down to how you are feeling long term

I’m holding a lot of strike prices right now in 11/21 and 12/19, only thing outside of that for me is the now 0DTE 100 $110c I got for a dollar a piece earlier today.


This post was edited on 10/23/25 at 10:25 pm
Posted by bayoubengals88
LA
Member since Sep 2007
23515 posts
Posted on 10/23/25 at 10:30 pm to
quote:

If it were me, I’d hold them both for now, then reposition them both up once we see how she behaves. Your 10/31 $115 should be printing for the next few days and could even be in the money by Monday.
+1
I think we may touch 115 tomorrow
Posted by AuBeerStud
Michigan
Member since Feb 2013
427 posts
Posted on 10/23/25 at 10:55 pm to
Hello Sensei bayou!!

I bought both when the stock was around $98 yesterday.

Thanks IT_Dawg. I really like my 11/21 $105. I’m leaving that one alone.

I will see what happens tomorrow and Monday and watch the show.
Maybe roll when there’s a dip.

Looking to get it into the 11/21 or 12/19’s
Posted by AuBeerStud
Michigan
Member since Feb 2013
427 posts
Posted on 10/23/25 at 10:56 pm to
quote:

I think we may touch 115 tomorrow


shite dude… we might hit that tonight. It’s starting to takeoff again.

Forget that.. lol. The night guys are taking their money
This post was edited on 10/23/25 at 11:15 pm
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